Do we accept cash from the client against a lifetime plan/security deposit?

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• How should an agent handle a client’s security-deposit payment—and what if the deposit is wrongly settled?

  ⚡Quick answer • Correct handling: Do NOT settle any amount received as a security deposit. Instead, raise a Zoho CRM ticket (Payment Tracking) so the Accounts Team can record and manage the deposit. Advise the client to pay by NEFT, RTGS, or IMPS; ...

• Can a client get their security deposit amount adjusted with their services?

  ⚡Quick answer - Yes, a client can get their security deposit amount adjusted against their consumed services. The following process must be followed: Written Confirmation — A formal written confirmation from the client is mandatory, authorising the ...

• Who is the authorised point of contact for security deposit agreement queries?

  ⚡Quick answer - All queries, disputes, or clarifications about security-deposit agreements fall outside the operational scope of the finance and support teams. Such matters carry legal and contractual implications and must be directed exclusively to ...

• How should we handle a client who wants the same plan they purchased one year ago?

  ⚡Quick answer - The next step depends on whether the client is buying a new plan or renewing an existing one. • New plan: The sales team should check the Accounts Panel. If the identical plan is still available, it can be offered to the client. • ...

• What happens to panel features when a client downgrades their plan?

  ⚡ Quick answer - Any feature that exists in the current (higher) plan but not in the new (lower-tier) plan must be removed before the downgrade, or the system will keep it active and continue to bill the client as an extra (chargeable) add-on. When ...